Our Services
The Wealth Farmer offers a range of services, always tailoring his approach to the individual client’s situation; their specific needs and aspirations.
Speciality services on offer include:
- Wealth Creation Coaching
- Self Managed Super Fund (SMSF) Advice
- Financial Security
- Retirement Planning
- Estate Planning
- Family Succession Financial Planning
- Wealth Protection.
Which services do you need? Not sure? That’s OK.
Some of The Wealth Farmer’s clients engage him for one of his services, others utilise several.
During your first consultation, you will be able to discuss your needs with Eric and which services may be required. He can then provide you with a transparent fee structure for your consideration and approval.
10-week Back to Financial Health Program
Looking to get your financial health check done, and done right? The Wealth Farmer 10-week program is designed to help you quickly regain control of your personal finances.
One-on-one, Eric will discuss your short-term financial obligations, such as:
- Meeting loan payments
- Servicing credit card debt
- Managing day-to-day living costs.
Once you have addressed your immediate financial obligations, you will move into the planning stage, covering longer-term considerations, such as:
- Purchasing a property
- Superannuation and investments
- Wealth protection and replacement income.
A collaborative approach
The Wealth Farmer collaborates with a range of like-minded professionals, so if his client’s needs aren’t covered by his service offering, he can refer them to other respected service providers.
There are no financial incentives in place with referral partners, relationships exist purely to provide the best possible, holistic service to his clients.
